CFM WEALTH PARTNERS LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 412 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.2%.

Quarter-by-quarter ownership
CFM WEALTH PARTNERS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$543,381
-3.6%
2,0120.0%0.14%
+3.6%
Q2 2023$563,868
+2.6%
2,0120.0%0.14%
-7.4%
Q1 2023$549,397
-3.8%
2,0120.0%0.15%
-13.5%
Q4 2022$570,825
+12.1%
2,0120.0%0.17%
+4.9%
Q3 2022$509,000
-5.9%
2,0120.0%0.16%
+0.6%
Q2 2022$541,000
-6.9%
2,0120.0%0.16%
+16.5%
Q1 2022$581,000
-3.0%
2,0120.0%0.14%
+3.7%
Q4 2021$599,000
+7.9%
2,0120.0%0.13%
-4.3%
Q3 2021$555,000
+1.1%
2,0120.0%0.14%
-4.1%
Q2 2021$549,000
+8.1%
2,0120.0%0.15%
-4.6%
Q1 2021$508,000
+4980.0%
2,012
+4006.1%
0.15%
+3725.0%
Q2 2020$10,000
+11.1%
490.0%0.00%0.0%
Q1 2020$9,000
-75.0%
49
-69.6%
0.00%
-69.2%
Q4 2019$36,0001610.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,794$11,507,0007.35%
Sowa Financial Group, Inc. 30,388$7,473,0005.03%
First Citizens Financial Corp 19,195$4,672,0004.07%
JGP Wealth Management, LLC 58,474$14,776,0003.42%
Oakworth Capital, Inc. 95,927$23,589,0003.06%
HC Advisors, LLC 12,738$3,132,0002.14%
Cadent Capital Advisors, LLC 16,091$3,957,0001.95%
Kesler, Norman & Wride, LLC 28,270$6,952,0001.94%
PETTYJOHN, WOOD & WHITE, INC 22,458$5,523,0001.41%
Mine & Arao Wealth Creation & Management, LLC. 7,900$1,943,0001.40%
View complete list of ISHARES TR shareholders